Rare October as container volumes, China recovery diverge

The report pointed out that U.S. container import volumes in October were 7.5% lower y/y, but 0.9% better for the first ten months of 2025 compared with 2024. Growth margin has steadily narrowed from around 10% in January to less than 1% in October on likely frontloading in an early peak season, “softer economic conditions, and slower consumer demand [that] has steadily slowed momentum.”

October 2025 import volumes slid 0.1% from September, a change from the month-over-month increases observed in eight of the past 10 years. “While October is one day longer and has no major holidays, this year’s divergence likely reflects importer sensitivity to tariff uncertainty and shifting policy timelines. Many shippers appear to have frontloaded imports ahead of October or deferred orders while awaiting developments in tariff negotiations with key trade partners, dampening [sic] what is typically a seasonal uptick.”

This October was still the fifth-highest on record even as policy uncertainty moderated trade.

Container volumes across the top 10 U.S. ports in October were essentially unchanged from September’s 7.9% drop, down by just 114 TEUs, suggesting that import levels have steadied. Miami was most improved at 12.9%, followed by Long Beach, 9.1%, Oakland, 4%, Houston, 1.2%, and New York-New Jersey, 0.8%.

Import volumes fell at Tacoma, 6.4%, Savannah, 6.1%, Los Angeles, 5.5%, Norfolk, 3% and Charleston, 0.6%.

“Overall, the flat performance suggests importers are maintaining a more cautious pace, deviating from the typical October increase over September,” the report stated.

China imports increased to 803,901 TEUs in October, up 5.4% m/m but off 16.3% y/y, and down 21.4% from the record July 2024 of 1,022,913 TEUs. China’s share of total U.S. imports increased to 34.9% in October from 33% in September.

Long Beach, 20.4%, and New York-Newark, 21.1%, claimed the largest share of China gains, while volume losses were led by Seattle, 20.6%; Charleston, 8.4%, and Los Angeles, 8.3%.

Some ocean lines shifted tonnage and adjusted rotations ahead of the Oct. 14 implementation of U.S. port fees on Chinese ships, which may have been reflected in decreased volumes. 

Find more articles by Stuart Chirls here.

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